Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-31,000
Closed -$379K 1208
2022
Q1
$379K Buy
+31,000
New +$379K ﹤0.01% 691
2019
Q4
Sell
-21,056
Closed -$399K 1824
2019
Q3
$399K Buy
+21,056
New +$399K ﹤0.01% 1152
2015
Q1
Hold
0
1475
2014
Q4
Sell
-7,874
Closed -$169K 1417
2014
Q3
$169K Buy
7,874
+1,244
+19% +$26.7K ﹤0.01% 1176
2014
Q2
$177K Sell
6,630
-6,031
-48% -$161K ﹤0.01% 1179
2014
Q1
$297K Buy
12,661
+4,995
+65% +$117K ﹤0.01% 880
2013
Q4
$215K Sell
7,666
-4,368
-36% -$123K ﹤0.01% 969
2013
Q3
$300K Buy
12,034
+2,865
+31% +$71.4K ﹤0.01% 807
2013
Q2
$213K Buy
+9,169
New +$213K ﹤0.01% 892